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OVERVIEW AND AGENDA
Sharpen your knowledge of year-end and year-beginning financial and tax strategies for stock options, restricted stock/RSUs, ESPPs, and company stock holdings to make smarter decisions and prevent mistakes. In 100 minutes, the webinar features insights from a panel of three leading financial advisors, including real-world case studies, to provide practical info, guidance, and expertise for equity comp in both public and private companies.
Minimize taxes and build wealth with their know-how on the essentials of year-end planning. Topics covered include:
- What’s new for year-end 2021 and the start of 2022, including the potential for new tax laws
- Checklist of critical issues and choices for stock comp at year-end and year-start
- Income-shifting and multi-year planning with stock comp to minimize taxes
- Effective capital gain and loss harvesting of company shares
- When option exercises make sense in 2021
- Reducing taxes when you had substantial income from stock comp in 2021
- Guidelines to consider when selling company stock at year-end
- ISO strategies to eliminate, minimize, or manage AMT
- Special year-end strategies for private company equity comp when IPO or M&A expected in 2022
- Donations of company stock to maximize tax deductions
- Tax-withholding adjustments and estimated taxes: how to avoid penalties
- Special topics for executives: nonqualified deferred comp elections; 10b5-1 plans
- Case studies
CE CREDITS
Whether live or in recorded format, this webinar offers 2.0 CE credit hours for the following certifications:
- Certified Financial Planners (CFPs)
- Certified Equity Professionals (CEPs)
- CPWA/CIMA
The live webinar only (not the recording) offers 2.0 CE credits for Enrolled Agents.
TIME CONFLICT? NO PROBLEM: WEBINAR AVAILABLE ON DEMAND
All registered attendees get unlimited streaming access to the webinar recording for their personal viewing, along with the presentation slide deck. Therefore, even if you have a time conflict, please still register, as you will receive a link to the recording and presentation.
More Information, How to Register
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